How do I create an offer from a project?

bexio offers the option of creating projects from offers and offers from projects. You can read the report on how to create an offer from a project here. Consult our report "Create an offer from a project" for information on how to create a project from an offer.

Create offer from a project

In an opened project with the status "Pending" or "Active", you can generate an offer from a project by going to the "Document flow" tab and then clicking on the button "New offer".

The following data are transferred from the project to the offer:

Project title becomes the offer title

The titles of the work packages become default positions

The expected time become the quantity of default positions

If the invoicing method "Hourly rate for projects" is selected in the tab "Conditions", this approach is used as the individual price for the default positions.